See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,505 | $114,381-48.0% | $107,525-44.7% | $142,382-58.2% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 22.25% | 242.71%-220.5pp | 181.32%-159.1pp | 217.08%-194.8pp |
| Employer contribution / active EE | $2,346 | $4,015-41.6% | $3,754-37.5% | $4,299-45.4% |
| Participant deferral / active EE | $8,623 | $5,564+55.0% | $5,116+68.6% | $6,507+32.5% |
| Admin fee / account holder | $50 | $9,860-99.5% | $8,919-99.4% | $12,624-99.6% |